Sponsor portfolio
BERTELETTI, DESROCHERS & COMPANY, P.C.
EIN 20-4071715accountingLatest filing 2024
Plans
1
Retirement
1
$784K assets
Welfare
0
Participants
8
9 DAMON MILL SQUARE, SUITE 5D - CONCORD, MA 01742978-902-7356bdfadvisors.comLinkedIn1-10 employeesaccounting
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BERTELETTI, DESROCHERS & COMPANY, PC 401(K) PLAN | 401k | $784K | 8 | 2024 |
Retirement plans